Action Plans

jordandpassmoreNew Member

I currently have an action plan set up that reminds a user to make a 10-day and 90-day followup phone call to their customer. What I would like is a way to have a certain form of questions that the user would have to fill out while talking to the customer before the task in the action plan can be completed. Is this a possibility? (Currently there are user defined fields in the customer's record, but those can't be set to mandatory because they can't be filled out until after 90 days.)

6/19/125:53 PM

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jordandpassmoreNew Member

btw this is Maximizer Entrepreneur CRM12. Thanks in advance for any assistance!

6/19/125:55 PM

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advocosupportMaximizer CRM Consultants

There is no simple way to fully achieve what you want. There are a number of approaches but either these will still rely heavily on the user to get it right or they would involve customisation using knowledgesync or a custom hook. The latest version of action plans does enforce a presidence in the order of the steps so it might be an improvement by asking the user to tick off a field completion task but it is not ideal. Making fields conditionally mandatory has been posted as a suggestion to Maximizer so maybe you will see something useful at a later date.

6/25/1211:26 AM

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